Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Andrew D. Geller

Managing Director–Wealth Management

Accomplishments

  • Chairmans Council and Chairmans Circle Member since 1990
  • Over $850 million in client assets under management
  • Lifetime credentials in education - Los Angeles Unified School District


Personal & Community

  • Member of Los Angeles City of Hope
  • Member of Vista Del Mar
  • Member of John Wayne Cancer Society
  • Member of Lupus Foundation
  • Member of Los Angeles Men's ORT Association

Andrew holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • LA
  • MN
  • NJ
  • NV
  • NY
  • OR
  • TN
  • TX
  • VA
  • WA
  • WY

Education

  • Masters , California State University at Los Angeles
  • Bachelor of Arts, California State University at Los Angeles
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-7001

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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As of 03/31/2024

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